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I think Microsoft has the best odds of creating the Netflix of gaming, they have the right service with Game Pass, combining it with xCloud is going to eventually become something a lot of people can't ignore.

Also the people that will decide this are not gamers of today. The people who are 16-40 years old are rooted in the old ways of doing things, kids who are just being born now or are 3-10 years old (the future of the industry) who grow up with streaming as an option from day 1 I don't think will be as hung up on the limitations.